Luminary Labs
Series B — June 2025
The margin was always there. We just rebuilt the model to capture it.
Per-seat pricing punishes your best customers.
Three revenue layers. One compounding flywheel.
Layer 1
Core Compute Units
$0.0042/unit
Usage-based infrastructure metering
Layer 2
Orchestration Subscriptions
$4,200/mo
Platform access & workflow automation
Layer 3
Professional Services
18% of ACV
Implementation & custom integrations
ARR MIX
61%Compute
29%Subscriptions
10%Services
74% gross margin — up 30 points in 18 months.
CAC PAYBACK PERIOD
9 months
Every cohort expands past 120% by month 18.
Rule of 40: 61. Sector median: 38.
Growth rate + EBITDA margin. The single metric that determines institutional appetite. We're 61% above the bar for late-stage SaaS infrastructure.
New logos are optional. Expansion is structural.
Multi-region
+$61K
Month 22
$28M deployed across four margin-accelerating vectors.
$28M Series B. $210M pre-money. Lead by close of Q3 2025.
Confirm term sheet commitment.